PLEASE NOTE THE FOLLOWING WHEN SUBMITTING …
Please note the following: • The Employer's dated signature is required in Section 3. • If you are changing your beneficiary(ies) due to a marital status change, you must also submit a Participant Data Change Form and
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Website Tools and Resource Guide - abaretirement.com
abaretirement.comWebsite Tools and Resource Guide As a participant under the ABA Retirement Funds Program, you know that planning for retirement is important. And with the tools and resources available on the Program website, we make it easier!
PLEASE NOTE THE FOLLOWING WHEN SUBMITTING …
abaretirement.com• Please do not “cc” any other email addresses when sending a form to the Program by email, as this causes the email to abort. • The email should include a single document as an attachment, which does not require access to an external portal or link.
CONTRIBUTION AND LOAN REPAYMENT REMITTANCE FORM
abaretirement.comsection 4is for loan repayments.Mailthe original,signed form to the address shown above.For section 2,Contribution Type/Amounts:Enter the contribution dollar amountin the appropriate “Contribution Type” column.Refer to your plan’s Adoption Agreement ifyou are unsure as to which types are allowed under your plan.
SAMPLE Notice of Plan Termination - ABA Retirement Funds
abaretirement.comSAMPLE Notice of Plan Termination [Note to firm: Copy the following text and paste it into a blank document. Replace text in red with the information indicated. Print out on your firm’s letterhead.] From the Plan Administrator to the plan participants NAME OF PLAN DATE
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